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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-09 |
| TN | RA | APPROVED | 2017-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truxton Trust Company | Nashville | TN | 09/2016 | 08/2018 |
| Lpl Financial, Llc | Nashville | TN | 02/2017 | Present |
1) 8/23/2018 - Rosecrete Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/16/2018 - 160 Hours Per Month/160 Hours During Trading. 2) 8/29/2018 - Rosecrete Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 07/16/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 8/30/2018 - Rosecrete Financial - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 07/16/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 8/31/2018 - Rosecrete - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/16/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 5) 08/13/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/30/2019 - 5 hrs/mo - 5 hrs during trading. 6) 4/9/2021 - No Business Name - Not Investment Related - 1701 17th Ave S, Nashville, TN 37212; 203 Anderson Ln N, Hendersonville, TN 37075; and 807 Main St - Other-Business Owner - Start Date: 4/1/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Yoga Instructor. 7) 03/13/2025 - Ella Wenthom LLC dba RoseCrete Wellness Company - Not Investment Related - At Reported Business Location(s) - Other - Author/Book/Speaking - Start Date:10/01/2020 - 10 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-25 |
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